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1,563 hedge funds and large institutions have $77.3B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 629 increasing their positions, 553 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 122

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

14% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 553

7% more capital invested

Capital invested by funds: $72.6B → $77.3B (+$4.75B)

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

1% more funds holding

Funds holding: 1,5501,563 (+13)

2.43% less ownership

Funds ownership: 860.38%857.95% (-2.4%)

Holders
1,563
Holders Change
+13
Holders Change %
+0.84%
% of All Funds
20.95%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
629
Reduced
553
Closed
122
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
976
MFA Wealth Advisors
Pennsylvania
$620K +$302K +4,190 +85%
AOWM
977
Alpha Omega Wealth Management
Virginia
$616K -$196K -2,720 -23%
AAP
978
Arax Advisory Partners
Colorado
$612K -$69.2K -960 -10%
VI
979
Versor Investments
New York
$606K -$158K -2,200 -20%
OFS
980
OneAscent Financial Services
Alabama
$606K +$643K +8,920 New
YMRC
981
Yorktown Management & Research Company
Virginia
$605K
CPRC
982
Consolidated Portfolio Review Corp
New York
$600K +$40.3K +560 +7%
SMA
983
Sage Mountain Advisors
Georgia
$599K +$97.2K +1,350 +18%
VA
984
Valmark Advisers
Ohio
$596K +$23.1K +320 +4%
PI
985
PFG Investments
New York
$595K +$3.6K +50 +0.6%
EFL
986
ERn Financial LLC
Wisconsin
$595K -$63.4K -880 -9%
CFAM
987
Center For Asset Management
Florida
$590K -$23.1K -320 -4%
MWM
988
MorganRosel Wealth Management
Colorado
$583K -$342K -4,750 -36%
GAM
989
Griffin Asset Management
New York
$581K
MA
990
MJP Associates
Connecticut
$579K +$48.3K +670 +9%
ST
991
Smithfield Trust
Pennsylvania
$579K
CC
992
Centiva Capital
New York
$577K +$284K +3,940 +87%
KCM
993
Kathmere Capital Management
Pennsylvania
$576K +$23.8K +330 +4%
RFG
994
Range Financial Group
Oregon
$576K +$135K +1,870 +28%
SSWM
995
Smith Salley Wealth Management
North Carolina
$575K -$197K -2,730 -24%
AWM
996
Aries Wealth Management
Maine
$572K
CNBT
997
Canandaigua National Bank & Trust
New York
$570K -$20.2K -280 -3%
VWM
998
Valley Wealth Managers
New Jersey
$568K +$24.5K +340 +4%
AAM
999
Auxier Asset Management
Oregon
$568K
NAM
1000
NorthCrest Asset Manangement
Minnesota
$566K +$58.3K +810 +11%

KLAC Hedge Fund Activity: Q1 2025 in Review

1,563 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2025, worth a combined $77.3B — up 6.5% from $72.6B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new KLAC positions and 122 closed out — a net gain of 40 holders — while 629 added to existing stakes and 553 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $487M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $276M.

  • 1,563 institutional investors held KLA (KLAC) as of Q1 2025, up from 1,550 in Q4 2024.
  • Funds reported $77.3B of KLA stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 162 funds opened new KLA positions in Q1 2025 and 122 closed out, a net change of +40 holders.
  • The largest KLA buyer in Q1 2025 was Capital World Investors, an estimated $487M added.
  • The largest KLA seller in Q1 2025 was Qube Research & Technologies (QRT), an estimated $276M sold.

Based on aggregated 13F filings for Q1 2025.